Louis Financial Group LLC

Located in Jericho, N.Y., ARS Financial Services is an independent financial planning organization that develops customized financial plans as per client s requirements. The company s staff includes certified financial planners, public accountants and financial advisors. Its financial planning process includes data gathering, goals identification, analysis, finding gaps, providing recommendations, implementation and monitoring. The firm provides various financial management services, including financial plans, tax preparation and accounting services, estate and retirement planning and investment guidance. It also provides college cost planning and risk management services, and organizes seminars and workshops. ARS Financial Services assists customers in a variety of areas, such as annuities, check writing, stocks, debit cards, brokerage accounts, government securities, bills, notes and bonds. The company offers insurance services of different kinds, including life, long-term care, and disability insurance.

Peter has been a CPA for over 25 years, and started out with a Big 8 Accounting Firm in New York. Peter opened up his own practice in South Florida in 1990.

At Tarpon Bend Strategic Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Ft Lauderdale, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.